Affiliate Membership

Be a teacher or research fellow in the field of financial or economic analysis at a college or university
OR

Be regularly employed for at least three years in a field closely allied to financial analysis and, in the opinion of the CFA Society Boston Board of Directors, make a contribution to the programs and work of CFA Society Boston OR

Student Membership

Be a junior or senior undergraduate student pursuing a bachelor's degree in business or finance, or related field,
OR

Be a graduate student, enrolled full or part-time, pursuing an MBA or a master's degree in a business-related major

Submit a completed Student Membership Application

Submit your most recent resume

Submit a signed Sponsorship Form by a Professor of Finance, Business, or Economics, AND

Submit a signed Sponsorship Form by one Regular member of CFA Institute, who is also a member of CFA Society Boston

(If the Regular member of CFA Institute requirement cannot be met, then a supplementary sponsorship by an additional Professor of Finance, Business, or Economics is required)

Once the CFA Society Boston Board has approved your application for Student Membership, you will be billed the annual dues of $50.

Please note, a Student Membership cannot extend for a period that exceeds four fiscal years or any part thereof. Also, in order to renew Student Membership, you must complete the Student Membership Application each year you wish to be a member.

Thank you, and we look forward to having you as a member of CFA Society Boston.